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Ovata Capital Management Ltd

Q3 2025 · 13F-HR

Ovata Capital Management Ltdholdings as filed

Filed 2025-11-21 · accession 0001724517-25-000009

$499.8M
Reported value
41
Positions
2025-09-30
Period end
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The Brief · Ovata Capital Management Ltd · Q3 2025

AI · grounded in 13F

Ovata Capital Management Ltd established a new position in iShares Bitcoin Trust ETF IBIT valued at $73.99M. The fund also initiated new stakes in Taiwan Semiconductor Manufacturing Co Ltd TSM for $59.31M and Alibaba Group Holding Ltd [[stock:BABA 0.5 06/01/31]] for $57M. Additional new positions include Uber Technologies Inc [[stock:UBER 0 12/15/25]] and Spotify USA Inc [[stock:SPOT 0 03/15/26]].

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
46438F101IBITiShares Bitcoin Trust ETF$74.0M14.8%1,142,805CommonSOLE
874039100TSMTaiwan Semiconductor Manufacturing Co Ltd$59.3M11.9%218,258CommonSOLE
01609WBG6BABA 0.5 06/01/31Alibaba Group Holding Ltd$57.0M11.4%31,000,000CommonSOLE
90353TAJ9UBER 0 12/15/25Uber Technologies Inc$37.3M7.45%30,530,000CommonSOLE
84921RAB6SPOT 0 03/15/26Spotify USA Inc$34.9M6.99%25,500,000CommonSOLE
315948109FBTCFidelity Wise Origin Bitcoin Fund$29.4M5.88%295,558CommonSOLE
01609W102BABAAlibaba Group Holding Ltd$26.2M5.24%143,855CommonSOLE
345370CZ1F 0 03/15/26Ford Motor Co$20.3M4.06%20,000,000CommonSOLE
44332NAB2HTHT 3 05/01/26H World Group Ltd$17.8M3.56%16,000,000CommonSOLE
783513203RYAAYRyanair Holdings PLC$16.2M3.25%270,592CommonSOLE
19260QAB3COIN 0.5 06/01/26Coinbase Global Inc$16.2M3.24%14,605,000CommonSOLE
89677QAB3TCOM 0.75 06/15/29Trip.com Group Ltd$12.8M2.55%10,000,000CommonSOLE
82889N384CASSimplify China A Shares PLUS Income ETF$12.7M2.54%360,000CommonSOLE
00215W100ASXASE Technology Holding Co Ltd$10.4M2.08%946,821CommonSOLE
767204100RIORio Tinto PLC$9.3M1.86%140,771CommonSOLE
62914VAK2NIO 4.625 10/15/30NIO Inc$9.0M1.79%8,500,000CommonSOLE
904311107UAAUnder Armour Inc$7.0M1.40%1,398,745CommonSOLE
35137L204FOXFox Corp$6.4M1.28%111,555CommonSOLE
89677Q107TCOMTrip.com Group Ltd$6.3M1.26%82,318CommonSOLE
948596AJ0WB 1.375 12/01/30Weibo Corp$5.8M1.17%4,500,000CommonSOLE
G16258108BEPBrookfield Renewable Partners LP$4.5M0.90%174,926CommonSOLE
64110W102NTESNetEase Inc$3.9M0.77%25,300CommonSOLE
722304AC6PDD 0 12/01/25PDD Holdings Inc$3.0M0.60%3,000,000CommonSOLE
09174C104BITBBitwise Bitcoin ETF$2.5M0.50%39,977CommonSOLE
44891N208IACIAC Inc$2.4M0.48%70,098CommonSOLE
456788108INFYInfosys Ltd$2.4M0.47%145,069CommonSOLE
60471A101MIRMirion Technologies Inc$2.3M0.47%100,000CommonSOLE
02079K107GOOGAlphabet Inc$2.3M0.45%9,300CommonSOLE
088606108BHPBHP Group Ltd$1.3M0.26%22,687CommonSOLE
422806109HEIHEICO Corp$1.3M0.25%5,000CommonSOLE
042068205ARMARM Holdings PLC$1.1M0.22%7,605CommonSOLE
835699307SONYSony Group Corp$777,1370.16%27,000CommonSOLE
50202M102LILi Auto Inc$755,9670.15%29,000CommonSOLE
056752108BIDUBaidu Inc$684,8590.14%5,000CommonSOLE
436440101HO1Hologic Inc$532,7660.11%7,894CommonSOLE
08862EAB5BYND 0 03/15/27Beyond Meat Inc$457,3550.09%2,300,000CommonSOLE
15743P104CHAChagee Holdings Ltd$455,1250.09%27,500CommonSOLE
438128308HMCHonda Motor Co Ltd$436,4860.09%14,062CommonSOLE
N4732M103JBSJBS NV$409,2010.08%27,408CommonSOLE
799566104SANASana Biotechnology Inc$355,0000.07%100,000CommonSOLE
337655112NOTEWFiscalNote Holdings Inc$12,8400.00%194,545CommonSOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.